Oak Family Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $760K | Sell |
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|
2025
Q4 | $1.84M | Buy |
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|
2025
Q3 | $515K | Buy |
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|
2025
Q2 | $448K | Buy |
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|
2025
Q1 | $226K | Hold |
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|
2024
Q4 | $238K | Hold |
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|
2024
Q3 | $232K | Hold |
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|
2024
Q2 | $220K | Hold |
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|
2024
Q1 | $213K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $494K | Hold |
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|
2021
Q3 | $455K | Buy |
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